Strategic FP&A Analyst: Forecasting & Insights

Goosehead Insurance; Westlake (TX); On-site; USD 85,000 - 115,000; Full time

Benefits offered by this job

Health insurance

401K Matching Plan

Employee Stock Purchase Plan

Job summary

Goosehead Insurance is seeking an experienced FP&A Analyst in Texas to support budgeting, forecasting, and reporting. You will deliver accurate financial analyses, build and maintain models, and partner with executives to drive business performance.

The ideal candidate has 3–5 years in FP&A, strong modeling, and proficiency in SQL and BI tools (Power BI/Tableau). This on-site role in Westlake, TX offers growth in a fast-paced environment.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics or related field.
• 3–5 years of experience in financial planning and analysis or related roles.
• Strong financial modeling and Excel skills.
• Proficiency in SQL and navigating data warehouses to extract and analyze large datasets.
• Experience with financial planning tools and BI/reporting tools (Power BI, Tableau).
• Experience in a high-growth, multi-location, or operationally complex environment preferred.

Responsibilities

• Support development, maintenance, and enhancement of financial forecasts, budgets, and long-term plans.
• Perform financial modeling and scenario analysis to evaluate performance, trends, and risks.
• Conduct variance analysis against budgets and forecasts; explain key drivers clearly.
• Prepare recurring and ad-hoc financial reports and dashboards for management.
• Partner with leaders to provide analytical support and ensure financial alignment.
• Improve forecasting models, planning tools, and processes for accuracy and efficiency.
• Support annual planning cycle and monthly forecast updates across departments.
• Collaborate with accounting and operations to ensure accurate reporting and data integrity.
• Provide financial support for strategic initiatives and special projects.

Skills

Financial modeling

Analytical reasoning

Attention to detail

Independent & collaborative

Education

Bachelor’s degree in Finance, Accounting, Economics

Tools

Excel

SQL

Power BI

Tableau

Job description

Goosehead Insurance is seeking an experienced FP&A Analyst in Texas to support budgeting, forecasting, and reporting. You will deliver accurate financial analyses, build and maintain models, and partner with executives to drive business performance.

The ideal candidate has 3–5 years in FP&A, strong modeling, and proficiency in SQL and BI tools (Power BI/Tableau). This on-site role in Westlake, TX offers growth in a fast-paced environment.